Jeffery Kernodle

FARTHER

Thompsons Station, TN

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CRD#: 2948482

Professional summary

Jeffery Kernodle, who also goes by Jeff Kernodle, Jeffery Lynn Kernodle, is a registered financial advisor currently at FARTHER located in Thompsons Station, Tennessee.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jeffery has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Kernodle | Jeffery Lynn Kernodle

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I AM AN INSURANCE AGENT LICENSED FOR LIFE INSURANCE, HEALTH INSURANCE AND/OR ANNUITY LINES OF BUSINESS WITH UNITED CAPITAL RISK MANAGEMENT. I MAY RECEIVE COMPENSATION FROM INSURANCE COMPANIES FOR THE SALES OF INSURANCE PRODUCTS TO CLIENTS OR OTHER INDIVIDUALS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Kernodle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 20, 2023 - Present

FARTHER

RIA

CRD#: 302050

Thompsons Station, TN

Past

April 19, 2023 - November 9, 2023

GOLDMAN SACHS & CO. LLC

CRD#: 361

BRENTWOOD, TN

Past

October 30, 2017 - August 7, 2018

CETERA WEALTH SERVICES, LLC

CRD#: 13572

SEARCY, AR

Past

August 11, 2017 - November 9, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

LITTLE ROCK, AR

Past

October 4, 2013 - August 2, 2017

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

SEARCY, AR

Past

October 4, 2012 - August 11, 2017

KERNODLE & KATON TAX AND ASSET MANAGEMENT GROUP

RIA

CRD#: 165374

SEARCY, AR

Past

December 1, 2006 - November 30, 2012

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

SEARCY, AR

Past

December 1, 2006 - November 30, 2012

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

SEARCY, AR

Past

January 4, 2006 - December 7, 2006

EDWARD JONES

RIA

CRD#: 250

SEARCY, AR

Past

October 28, 1997 - December 7, 2006

EDWARD JONES

CRD#: 250

SEARCY, AR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arkansas
(12/4/2023)

IAR

Tennessee
(10/23/2023)

IAR

Texas
(10/20/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/27/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/29/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/7/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/27/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/12/2007

General Securities Principal Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jeffery Kernodle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Kernodle's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDMAN SACHS & CO. LLC

CETERA WEALTH SERVICES, LLC

UNITED CAPITAL FINANCIAL ADVISORS

PURSHE KAPLAN STERLING INVESTMENTS

KERNODLE & KATON TAX AND ASSET MANAGEMENT GROUP

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/2005

Series 63

Date: 10/29/1997

SIE

Date: 8/7/2018

Series 7

Date: 10/27/1997

Series 24

Date: 4/12/2007

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

Contact information

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